See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,528 | $29,660-0.4% | $56,411-47.7% | $80,856-63.5% |
| Participation rate | 61.2% | 41.6%+19.5pp | 52.5%+8.7pp | 67.6%-6.5pp |
| Annual return | 9.44% | 35.23%-25.8pp | 1701.33%-1691.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $267 | $669-60.2% | $1,039-74.3% | $2,755-90.3% |
| Participant deferral / active EE | $874 | $1,226-28.7% | $1,952-55.2% | $4,296-79.7% |
| Admin fee / account holder | $916 | $2,428-62.3% | $2,829-67.6% | $6,918-86.8% |